Client Service Associate at Guidepoint | NY, US | Rezi

Client Service Associate at Guidepoint

Client Service Associate

Guidepoint · NY, US

Yesterday

Client Service Associate

Guidepoint · NY, US

a day ago
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About the Role

As an Associate on the Client Service team, you will play a central role in connecting leading investment firms, consultancies, and corporations with subject-matter experts. You will learn to assess client needs, identify suitable experts, and recruit them into Guidepoint’s global network. This role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued.

Responsibilities

  • Recruit new experts into Guidepoint’s network and engage them for client consultations
  • Conduct targeted research across various public sources to identify relevant subject-matter experts
  • Lead cold outreach, phone-based vetting, and screening conversations with experts
  • Evaluate expert fit for specific client projects and prepare high-quality profiles for client consideration
  • Define sourcing strategies for each client request based on project scope, urgency, and target expert profile
  • Manage multiple fast-moving client requests, balancing competing deadlines while maintaining a high standard of execution

Requirements

  • Bachelor’s degree, with minimum 3.0 GPA or higher required
  • Previous relevant internship, volunteer, or extracurricular experience
  • AI fluency and experience using AI-enabled tools to support research, organization, prioritization, and written communication
  • Ability to use AI-enabled tools thoughtfully and responsibly, with attention to accuracy, confidentiality, data quality, and human judgment
  • Curiosity about emerging technology and a willingness to continue building skills with new tools that improve productivity and client service
  • Applicants must be authorized to work in the United States without the need for current or future employer-sponsored visa sponsorship
  • Guidepoint does not provide employment-based visa sponsorship for this role

Skills

  • Strong judgment
  • Responsiveness
  • Ability to execute across multiple priorities
  • Research
  • Organization
  • Prioritization
  • Written communication
  • Accuracy
  • Confidentiality
  • Data quality
  • Human judgment
  • Time management
  • Organizational skills
  • Communication (verbal and written)
  • Problem-solving
  • Teamwork

Location

  • Hybrid

Work Type

  • Hybrid

Experience Level

  • Associate

Education Level

  • Bachelor's degree

Salary/Compensations

  • $70,000
  • Up to $4,000 performance-based bonus

Benefits

  • 15 days of PTO
  • 10 paid holidays
  • Sick leave
  • Comprehensive medical, dental, and vision coverage
  • Flexible spending accounts
  • Supplemental pet insurance
  • Short- and long-term disability
  • 401(k) with company match of up to 10% of employee contributions
  • Company-sponsored and optional life insurance
  • Commuter benefits
  • Corporate discounts (gym memberships, ClassPass)
  • Employee Assistance Program (EAP)
  • Unlimited access to self-paced learning through LinkedIn Learning
  • In-office perks (free snacks and beverages, Thursday Happy Hours, Summer Fridays)
  • Annual company-sponsored athletic leagues and wellness activities
  • Charitable giving programs with company-matched contributions
  • Dedicated day of service for all employees
  • Casual work environment with regular team-building events and social activities

About the Company

  • Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process.
  • Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients turn answers into action.
  • Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600+ employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request.
  • With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.

Equal Opportunity

  • At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives.
  • We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.